Edition 3 Finance Software Report
A category-by-category reading of all ten Edition 3 Finance markets, with Best Top 3 tables and separate Most affordable, Easiest to set up, and Rising analysis.
The Edition 3 Finance Reading
This report covers all ten category-relative markets in Cooper's Edition 3 Finance software hub. The July 20–26, 2026 measurement uses scoring version aiq-v2 and keeps Best, Most affordable, Easiest to set up, and Rising as four separate questions across ChatGPT, Gemini, Claude, and Perplexity.
The hub contains 126 unique Best-ranked products, 757 cited pages from 396 source domains, and 1,456 verified mentions across all four direct questions. Hub totals deduplicate products and evidence shared across categories, so they are not intended to equal the sum of the ten category mastheads.
Best leadership changed in 4 of ten categories. Most affordable changed in 6, Easiest to set up in 7, and Rising in 5. That difference is the central Edition 3 story for Finance: a category can have a stable Best answer while its price, setup, or emerging-product answer moves independently.
How to Read This Report
Each category keeps the established report shape: one Top 3 table, now explicitly scoped to Best, followed by interpretation. AIQ is category-relative and question-specific. Compare a product only with the same category and direct scope in Edition 2; do not compare raw AIQ between unrelated markets or between Best and another question.
The four assistant positions show where each product ranked in that exact scope. An em dash means no category rank from that assistant in the measurement, not a rejection or negative recommendation. Sources count distinct verified domains and Mentions count distinct verified product-page relationships; both are descriptive.
Accounting
Open the complete Accounting Best ranking| Rank | Product | AIQ | ChatGPT | Gemini | Claude | Perplexity | Sources | Mentions |
|---|---|---|---|---|---|---|---|---|
| 1 |  QuickBooks Online | 100 | 1 | 1 | 1 | 1 | 16 | 18 |
| 2 | 50 | 2 | 2 | 2 | 2 | 2 | 2 | |
| 3 | 26 | 5 | 3 | 3 | 3 | 15 | 15 |
In Accounting, QuickBooks Online leads at Best AIQ 100, with assistant positions of #1 on ChatGPT, #1 on Gemini, #1 on Claude, and #1 on Perplexity; the current scoped evidence records 16 sources and 18 mentions. Xero is second at Best AIQ 50, with assistant positions of #2 on ChatGPT, #2 on Gemini, #2 on Claude, and #2 on Perplexity; the current scoped evidence records 2 sources and 2 mentions.
FreshBooks is third at Best AIQ 26, with assistant positions of #5 on ChatGPT, #3 on Gemini, #3 on Claude, and #3 on Perplexity; the current scoped evidence records 15 sources and 15 mentions.
QuickBooks Online held #1 in Best, while its category-relative AIQ moved from 95 to 100. The current scoped evidence records 16 sources and 18 mentions. Xero held #2 in Best, while its category-relative AIQ moved from 53 to 50. The current scoped evidence records 2 sources and 2 mentions.
FreshBooks held #3 in Best, while its category-relative AIQ moved from 30 to 26. The current scoped evidence records 15 sources and 15 mentions. These evidence counts describe the verified footprint beside the ranking; they are not used here to explain rank.
Most affordable is led by 
Wave at Most affordable AIQ 100, with assistant positions of #1 on ChatGPT, #1 on Gemini, #1 on Claude, and #1 on Perplexity. Wave held #1 in Most affordable, while its category-relative AIQ moved from 70 to 100. The current scoped evidence records 2 sources and 2 mentions. The Best leader is QuickBooks Online, so the two results remain separate category-relative answers.
Easiest to set up is led by FreshBooks at Easiest to set up AIQ 76, with assistant positions of #1 on ChatGPT, #3 on Gemini, #2 on Claude, and #1 on Perplexity.
FreshBooks held #1 in Easiest to set up, while its category-relative AIQ moved from 93 to 76. The current scoped evidence records 12 sources and 13 mentions. The Best leader is
QuickBooks Online, so the two results remain separate category-relative answers.
Rising is led by 
Rillet at Rising AIQ 59, with assistant positions of #1 on ChatGPT and #4 on Claude, plus no category rank from Gemini and Perplexity. Rillet held #1 in Rising, while its category-relative AIQ moved from 63 to 59. The current scoped evidence records 2 sources and 2 mentions. The Best leader is QuickBooks Online, so the two results remain separate category-relative answers.
Subscription Billing
Open the complete Subscription Billing Best ranking| Rank | Product | AIQ | ChatGPT | Gemini | Claude | Perplexity | Sources | Mentions |
|---|---|---|---|---|---|---|---|---|
| 1 | 73 | 2 | 1 | 1 | 1 | 11 | 12 | |
| 2 | 71 | 1 | 2 | 5 | — | 8 | 10 | |
| 3 | 25 | 4 | 4 | 3 | — | 9 | 10 |
In Subscription Billing, Chargebee leads at Best AIQ 73, with assistant positions of #2 on ChatGPT, #1 on Gemini, #1 on Claude, and #1 on Perplexity; the current scoped evidence records 11 sources and 12 mentions.
Stripe Billing is second at Best AIQ 71, with assistant positions of #1 on ChatGPT, #2 on Gemini, and #5 on Claude, plus no category rank from Perplexity; the current scoped evidence records 8 sources and 10 mentions.
Recurly is third at Best AIQ 25, with assistant positions of #4 on ChatGPT, #4 on Gemini, and #3 on Claude, plus no category rank from Perplexity; the current scoped evidence records 9 sources and 10 mentions.
Chargebee moved from #2 to #1 in Best, a 1-place gain, while its category-relative AIQ moved from 51 to 73. The current scoped evidence records 11 sources and 12 mentions.
Stripe Billing moved from #1 to #2 in Best, a 1-place drop, while its category-relative AIQ moved from 90 to 71. The current scoped evidence records 8 sources and 10 mentions.
Recurly moved from #4 to #3 in Best, a 1-place gain, while its category-relative AIQ moved from 28 to 25. The current scoped evidence records 9 sources and 10 mentions. These evidence counts describe the verified footprint beside the ranking; they are not used here to explain rank.
Most affordable is led by Square Subscriptions at Most affordable AIQ 55, with assistant positions of #1 on ChatGPT, plus no category rank from Gemini, Claude, and Perplexity.
Square Subscriptions was not ranked in the immutable Edition 2 Most affordable list and enters Edition 3 at #1. The current scoped evidence records 1 source and 1 mention. The Best leader is
Chargebee, so the two results remain separate category-relative answers.
Easiest to set up is led by Stripe Billing at Easiest to set up AIQ 61, with assistant positions of #2 on ChatGPT, #1 on Gemini, #5 on Claude, and #1 on Perplexity.
Stripe Billing moved from #2 to #1 in Easiest to set up, a 1-place gain, while its category-relative AIQ moved from 54 to 61. The current scoped evidence records 11 sources and 13 mentions. The Best leader is
Chargebee, so the two results remain separate category-relative answers.
Rising is led by Orb at Rising AIQ 75, with assistant positions of #1 on ChatGPT, #1 on Claude, and #1 on Perplexity, plus no category rank from Gemini.
Orb held #1 in Rising, while its category-relative AIQ moved from 60 to 75. The current scoped evidence records 1 source and 2 mentions. The Best leader is
Chargebee, so the two results remain separate category-relative answers.
Spend Management
Open the complete Spend Management Best ranking| Rank | Product | AIQ | ChatGPT | Gemini | Claude | Perplexity | Sources | Mentions |
|---|---|---|---|---|---|---|---|---|
| 1 | 88 | 1 | 2 | 1 | 1 | 0 | 0 | |
| 2 |  Brex | 45 | 2 | 3 | 2 | 3 | 1 | 1 |
| 3 |  Airbase | 30 | 3 | 4 | 3 | — | 4 | 5 |
In Spend Management, Ramp leads at Best AIQ 88, with assistant positions of #1 on ChatGPT, #2 on Gemini, #1 on Claude, and #1 on Perplexity; the current scoped evidence records 0 sources and 0 mentions.
Brex is second at Best AIQ 45, with assistant positions of #2 on ChatGPT, #3 on Gemini, #2 on Claude, and #3 on Perplexity; the current scoped evidence records 1 source and 1 mention. Airbase is third at Best AIQ 30, with assistant positions of #3 on ChatGPT, #4 on Gemini, and #3 on Claude, plus no category rank from Perplexity; the current scoped evidence records 4 sources and 5 mentions.
Ramp held #1 in Best at unchanged category-relative AIQ 88. The current scoped evidence records 0 sources and 0 mentions.
Brex held #2 in Best, while its category-relative AIQ moved from 49 to 45. The current scoped evidence records 1 source and 1 mention. Airbase moved from #5 to #3 in Best, a 2-place gain, while its category-relative AIQ moved from 18 to 30. The current scoped evidence records 4 sources and 5 mentions. These evidence counts describe the verified footprint beside the ranking; they are not used here to explain rank.
Most affordable is led by Ramp at Most affordable AIQ 75, with assistant positions of #1 on ChatGPT, #2 on Gemini, #7 on Claude, and #1 on Perplexity.
Ramp moved from #2 to #1 in Most affordable, a 1-place gain, while its category-relative AIQ moved from 45 to 75. The current scoped evidence records 2 sources and 2 mentions. It is also the Best leader, so the two results remain separate category-relative answers.
Easiest to set up is led by Moss at Easiest to set up AIQ 57, with assistant positions of #1 on ChatGPT and #7 on Claude, plus no category rank from Gemini and Perplexity.
Moss was not ranked in the immutable Edition 2 Easiest to set up list and enters Edition 3 at #1. The current scoped evidence records 1 source and 2 mentions. The Best leader is
Ramp, so the two results remain separate category-relative answers.
Rising is led by Payhawk at Rising AIQ 62, with assistant positions of #1 on ChatGPT, #4 on Gemini, and #5 on Perplexity, plus no category rank from Claude.
Payhawk held #1 in Rising, while its category-relative AIQ moved from 67 to 62. The current scoped evidence records 3 sources and 4 mentions. The Best leader is
Ramp, so the two results remain separate category-relative answers.
AP Automation
Open the complete AP Automation Best ranking| Rank | Product | AIQ | ChatGPT | Gemini | Claude | Perplexity | Sources | Mentions |
|---|---|---|---|---|---|---|---|---|
| 1 |  BILL | 73 | 1 | 3 | 2 | 3 | 7 | 8 |
| 2 | 70 | 2 | 1 | 1 | 2 | 15 | 15 | |
| 3 |  Stampli | 41 | 3 | 2 | 3 | 1 | 14 | 16 |
In AP Automation, BILL leads at Best AIQ 73, with assistant positions of #1 on ChatGPT, #3 on Gemini, #2 on Claude, and #3 on Perplexity; the current scoped evidence records 7 sources and 8 mentions. Tipalti is second at Best AIQ 70, with assistant positions of #2 on ChatGPT, #1 on Gemini, #1 on Claude, and #2 on Perplexity; the current scoped evidence records 15 sources and 15 mentions.
Stampli is third at Best AIQ 41, with assistant positions of #3 on ChatGPT, #2 on Gemini, #3 on Claude, and #1 on Perplexity; the current scoped evidence records 14 sources and 16 mentions.
BILL moved from #2 to #1 in Best, a 1-place gain, while its category-relative AIQ moved from 46 to 73. The current scoped evidence records 7 sources and 8 mentions. Tipalti moved from #1 to #2 in Best, a 1-place drop, while its category-relative AIQ moved from 86 to 70. The current scoped evidence records 15 sources and 15 mentions.
Stampli moved from #4 to #3 in Best, a 1-place gain, while its category-relative AIQ moved from 33 to 41. The current scoped evidence records 14 sources and 16 mentions. These evidence counts describe the verified footprint beside the ranking; they are not used here to explain rank.
Most affordable is led by Ramp at Most affordable AIQ 68, with assistant positions of #1 on ChatGPT and #2 on Gemini, plus no category rank from Claude and Perplexity.
Ramp was not ranked in the immutable Edition 2 Most affordable list and enters Edition 3 at #1. The current scoped evidence records 1 source and 1 mention. The Best leader is
BILL, so the two results remain separate category-relative answers.
Easiest to set up is led by Ramp at Easiest to set up AIQ 63, with assistant positions of #1 on ChatGPT and #3 on Gemini, plus no category rank from Claude and Perplexity.
Ramp moved from #3 to #1 in Easiest to set up, a 2-place gain, while its category-relative AIQ moved from 28 to 63. The current scoped evidence records 2 sources and 2 mentions. The Best leader is
BILL, so the two results remain separate category-relative answers.
Rising is led by Ramp at Rising AIQ 55, with assistant positions of #1 on ChatGPT, plus no category rank from Gemini, Claude, and Perplexity.
Ramp moved from #16 to #1 in Rising, a 15-place gain, while its category-relative AIQ moved from 5 to 55. The current scoped evidence records 1 source and 1 mention. The Best leader is
BILL, so the two results remain separate category-relative answers.
Travel & Expense
Open the complete Travel & Expense Best ranking| Rank | Product | AIQ | ChatGPT | Gemini | Claude | Perplexity | Sources | Mentions |
|---|---|---|---|---|---|---|---|---|
| 1 | 83 | 1 | 1 | — | 2 | 12 | 13 | |
| 2 | 33 | 2 | — | — | 1 | 4 | 4 | |
| 3 | 22 | 8 | 2 | 6 | 9 | 16 | 19 |
In Travel & Expense, SAP Concur leads at Best AIQ 83, with assistant positions of #1 on ChatGPT, #1 on Gemini, and #2 on Perplexity, plus no category rank from Claude; the current scoped evidence records 12 sources and 13 mentions.
Navan is second at Best AIQ 33, with assistant positions of #2 on ChatGPT and #1 on Perplexity, plus no category rank from Gemini and Claude; the current scoped evidence records 4 sources and 4 mentions.
Expensify is third at Best AIQ 22, with assistant positions of #8 on ChatGPT, #2 on Gemini, #6 on Claude, and #9 on Perplexity; the current scoped evidence records 16 sources and 19 mentions.
SAP Concur held #1 in Best, while its category-relative AIQ moved from 98 to 83. The current scoped evidence records 12 sources and 13 mentions.
Navan held #2 in Best, while its category-relative AIQ moved from 53 to 33. The current scoped evidence records 4 sources and 4 mentions.
Expensify moved from #4 to #3 in Best, a 1-place gain, while its category-relative AIQ moved from 20 to 22. The current scoped evidence records 16 sources and 19 mentions. These evidence counts describe the verified footprint beside the ranking; they are not used here to explain rank.
Most affordable is led by Zoho Expense at Most affordable AIQ 66, with assistant positions of #1 on ChatGPT, #4 on Gemini, #5 on Claude, and #4 on Perplexity.
Zoho Expense held #1 in Most affordable, while its category-relative AIQ moved from 79 to 66. The current scoped evidence records 8 sources and 8 mentions. The Best leader is
SAP Concur, so the two results remain separate category-relative answers.
Easiest to set up is led by Expensify at Easiest to set up AIQ 88, with assistant positions of #1 on ChatGPT, #1 on Gemini, #5 on Claude, and #1 on Perplexity.
Expensify held #1 in Easiest to set up, while its category-relative AIQ moved from 100 to 88. The current scoped evidence records 10 sources and 11 mentions. The Best leader is
SAP Concur, so the two results remain separate category-relative answers.
Rising is led by Navan at Rising AIQ 100, with assistant positions of #1 on ChatGPT, #1 on Gemini, #1 on Claude, and #1 on Perplexity.
Navan moved from #4 to #1 in Rising, a 3-place gain, while its category-relative AIQ moved from 23 to 100. The current scoped evidence records 13 sources and 17 mentions. The Best leader is
SAP Concur, so the two results remain separate category-relative answers.
FP&A
Open the complete FP&A Best ranking| Rank | Product | AIQ | ChatGPT | Gemini | Claude | Perplexity | Sources | Mentions |
|---|---|---|---|---|---|---|---|---|
| 1 |  Anaplan | 89 | 1 | 1 | 2 | 3 | 11 | 13 |
| 2 | 46 | 3 | 2 | 1 | 8 | 9 | 10 | |
| 3 |  Pigment | 35 | 2 | 5 | 7 | 6 | 4 | 5 |
In FP&A, Anaplan leads at Best AIQ 89, with assistant positions of #1 on ChatGPT, #1 on Gemini, #2 on Claude, and #3 on Perplexity; the current scoped evidence records 11 sources and 13 mentions. Workday Adaptive Planning is second at Best AIQ 46, with assistant positions of #3 on ChatGPT, #2 on Gemini, #1 on Claude, and #8 on Perplexity; the current scoped evidence records 9 sources and 10 mentions.
Pigment is third at Best AIQ 35, with assistant positions of #2 on ChatGPT, #5 on Gemini, #7 on Claude, and #6 on Perplexity; the current scoped evidence records 4 sources and 5 mentions.
Anaplan held #1 in Best at unchanged category-relative AIQ 89. The current scoped evidence records 11 sources and 13 mentions. Workday Adaptive Planning held #2 in Best, while its category-relative AIQ moved from 42 to 46. The current scoped evidence records 9 sources and 10 mentions.
Pigment moved from #5 to #3 in Best, a 2-place gain, while its category-relative AIQ moved from 22 to 35. The current scoped evidence records 4 sources and 5 mentions. These evidence counts describe the verified footprint beside the ranking; they are not used here to explain rank.
Most affordable is led by 
Jirav at Most affordable AIQ 70, with assistant positions of #1 on ChatGPT, #5 on Gemini, #3 on Claude, and #1 on Perplexity. Jirav held #1 in Most affordable, while its category-relative AIQ moved from 76 to 70. The current scoped evidence records 6 sources and 8 mentions. The Best leader is Anaplan, so the two results remain separate category-relative answers.
Easiest to set up is led by 
Float Cash Flow at Easiest to set up AIQ 55, with assistant positions of #1 on ChatGPT, plus no category rank from Gemini, Claude, and Perplexity. Float Cash Flow was not ranked in the immutable Edition 2 Easiest to set up list and enters Edition 3 at #1. The current scoped evidence records 1 source and 1 mention. The Best leader is Anaplan, so the two results remain separate category-relative answers.
Rising is led by 
Abacum at Rising AIQ 73, with assistant positions of #1 on ChatGPT, #1 on Claude, and #2 on Perplexity, plus no category rank from Gemini. Abacum moved from #4 to #1 in Rising, a 3-place gain, while its category-relative AIQ moved from 34 to 73. The current scoped evidence records 4 sources and 4 mentions. The Best leader is Anaplan, so the two results remain separate category-relative answers.
Sales Tax Compliance
Open the complete Sales Tax Compliance Best ranking| Rank | Product | AIQ | ChatGPT | Gemini | Claude | Perplexity | Sources | Mentions |
|---|---|---|---|---|---|---|---|---|
| 1 | 83 | 1 | 2 | 1 | — | 12 | 17 | |
| 2 | 43 | 2 | 3 | 2 | — | 7 | 8 | |
| 3 |  Anrok | 42 | 4 | 1 | 5 | — | 7 | 10 |
In Sales Tax Compliance, Avalara leads at Best AIQ 83, with assistant positions of #1 on ChatGPT, #2 on Gemini, and #1 on Claude, plus no category rank from Perplexity; the current scoped evidence records 12 sources and 17 mentions.
Vertex is second at Best AIQ 43, with assistant positions of #2 on ChatGPT, #3 on Gemini, and #2 on Claude, plus no category rank from Perplexity; the current scoped evidence records 7 sources and 8 mentions.
Anrok is third at Best AIQ 42, with assistant positions of #4 on ChatGPT, #1 on Gemini, and #5 on Claude, plus no category rank from Perplexity; the current scoped evidence records 7 sources and 10 mentions.
Avalara held #1 in Best, while its category-relative AIQ moved from 98 to 83. The current scoped evidence records 12 sources and 17 mentions.
Vertex held #2 in Best, while its category-relative AIQ moved from 40 to 43. The current scoped evidence records 7 sources and 8 mentions.
Anrok held #3 in Best, while its category-relative AIQ moved from 35 to 42. The current scoped evidence records 7 sources and 10 mentions. These evidence counts describe the verified footprint beside the ranking; they are not used here to explain rank.
Most affordable is led by 
DAVO by Avalara at Most affordable AIQ 55, with assistant positions of #1 on ChatGPT, plus no category rank from Gemini, Claude, and Perplexity. DAVO by Avalara moved from #10 to #1 in Most affordable, a 9-place gain, while its category-relative AIQ moved from 5 to 55. The current scoped evidence records 1 source and 1 mention. The Best leader is Avalara, so the two results remain separate category-relative answers.
Easiest to set up is led by Stripe Tax at Easiest to set up AIQ 69, with assistant positions of #2 on ChatGPT, #1 on Gemini, #1 on Claude, and #3 on Perplexity.
Stripe Tax moved from #3 to #1 in Easiest to set up, a 2-place gain, while its category-relative AIQ moved from 34 to 69. The current scoped evidence records 4 sources and 6 mentions. The Best leader is
Avalara, so the two results remain separate category-relative answers.
Rising is led by Anrok at Rising AIQ 100, with assistant positions of #1 on ChatGPT, #1 on Gemini, #1 on Claude, and #1 on Perplexity. Anrok held #1 in Rising, while its category-relative AIQ moved from 87 to 100. The current scoped evidence records 11 sources and 15 mentions. The Best leader is Avalara, so the two results remain separate category-relative answers.
Procurement
Open the complete Procurement Best ranking| Rank | Product | AIQ | ChatGPT | Gemini | Claude | Perplexity | Sources | Mentions |
|---|---|---|---|---|---|---|---|---|
| 1 | 55 | 1 | — | — | — | 1 | 1 | |
| 2 |  Ivalua | 48 | 2 | 2 | 2 | — | 2 | 3 |
| 3 | 33 | 3 | — | 1 | — | 1 | 1 |
In Procurement, SAP Ariba leads at Best AIQ 55, with assistant positions of #1 on ChatGPT, plus no category rank from Gemini, Claude, and Perplexity; the current scoped evidence records 1 source and 1 mention.
Ivalua is second at Best AIQ 48, with assistant positions of #2 on ChatGPT, #2 on Gemini, and #2 on Claude, plus no category rank from Perplexity; the current scoped evidence records 2 sources and 3 mentions. JAGGAER One is third at Best AIQ 33, with assistant positions of #3 on ChatGPT and #1 on Claude, plus no category rank from Gemini and Perplexity; the current scoped evidence records 1 source and 1 mention.
SAP Ariba moved from #3 to #1 in Best, a 2-place gain, while its category-relative AIQ moved from 28 to 55. The current scoped evidence records 1 source and 1 mention.
Ivalua held #2 in Best, while its category-relative AIQ moved from 33 to 48. The current scoped evidence records 2 sources and 3 mentions. JAGGAER One moved from #9 to #3 in Best, a 6-place gain, while its category-relative AIQ moved from 11 to 33. The current scoped evidence records 1 source and 1 mention. These evidence counts describe the verified footprint beside the ranking; they are not used here to explain rank.
Most affordable is led by 
i-landing at Most affordable AIQ 55, with assistant positions of #1 on ChatGPT, plus no category rank from Gemini, Claude, and Perplexity. i-landing was not ranked in the immutable Edition 2 Most affordable list and enters Edition 3 at #1. The current scoped evidence records 1 source and 1 mention. The Best leader is SAP Ariba, so the two results remain separate category-relative answers.
Easiest to set up is led by ProcurementExpress.com at Easiest to set up AIQ 70, with assistant positions of #1 on ChatGPT and #1 on Claude, plus no category rank from Gemini and Perplexity.
ProcurementExpress.com moved from #17 to #1 in Easiest to set up, a 16-place gain, while its category-relative AIQ moved from 2 to 70. The current scoped evidence records 2 sources and 2 mentions. The Best leader is
SAP Ariba, so the two results remain separate category-relative answers.
Rising is led by 
Zip at Rising AIQ 75, with assistant positions of #1 on ChatGPT, #1 on Claude, and #1 on Perplexity, plus no category rank from Gemini. Zip held #1 in Rising at unchanged category-relative AIQ 75. The current scoped evidence records 1 source and 1 mention. The Best leader is SAP Ariba, so the two results remain separate category-relative answers.
Financial Close
Open the complete Financial Close Best ranking| Rank | Product | AIQ | ChatGPT | Gemini | Claude | Perplexity | Sources | Mentions |
|---|---|---|---|---|---|---|---|---|
| 1 |  FloQast | 81 | 1 | 4 | 1 | 1 | 9 | 10 |
| 2 | 46 | 2 | 3 | 2 | 2 | 7 | 8 | |
| 3 |  Maxima AI | 25 | — | 1 | — | — | 1 | 1 |
In Financial Close, FloQast leads at Best AIQ 81, with assistant positions of #1 on ChatGPT, #4 on Gemini, #1 on Claude, and #1 on Perplexity; the current scoped evidence records 9 sources and 10 mentions. OneStream is second at Best AIQ 46, with assistant positions of #2 on ChatGPT, #3 on Gemini, #2 on Claude, and #2 on Perplexity; the current scoped evidence records 7 sources and 8 mentions.
Maxima AI is third at Best AIQ 25, with assistant positions of #1 on Gemini, plus no category rank from ChatGPT, Claude, and Perplexity; the current scoped evidence records 1 source and 1 mention.
FloQast moved from #2 to #1 in Best, a 1-place gain, while its category-relative AIQ moved from 36 to 81. The current scoped evidence records 9 sources and 10 mentions. OneStream moved from #1 to #2 in Best, a 1-place drop, while its category-relative AIQ moved from 75 to 46. The current scoped evidence records 7 sources and 8 mentions.
Maxima AI was not ranked in the immutable Edition 2 Best list and enters Edition 3 at #3. The current scoped evidence records 1 source and 1 mention. These evidence counts describe the verified footprint beside the ranking; they are not used here to explain rank.
Most affordable is led by 
Numeric at Most affordable AIQ 61, with assistant positions of #3 on ChatGPT, #1 on Gemini, #1 on Claude, and #2 on Perplexity. Numeric moved from #2 to #1 in Most affordable, a 1-place gain, while its category-relative AIQ moved from 36 to 61. The current scoped evidence records 2 sources and 4 mentions. The Best leader is FloQast, so the two results remain separate category-relative answers.
Easiest to set up is led by 
Mayday at Easiest to set up AIQ 55, with assistant positions of #1 on ChatGPT, plus no category rank from Gemini, Claude, and Perplexity. Mayday held #1 in Easiest to set up at unchanged category-relative AIQ 55. The current scoped evidence records 1 source and 1 mention. The Best leader is FloQast, so the two results remain separate category-relative answers.
Rising is led by Numeric at Rising AIQ 75, with assistant positions of #1 on ChatGPT, #7 on Gemini, #1 on Claude, and #3 on Perplexity. Numeric moved from #2 to #1 in Rising, a 1-place gain, while its category-relative AIQ moved from 36 to 75. The current scoped evidence records 4 sources and 5 mentions. The Best leader is FloQast, so the two results remain separate category-relative answers.
Equity Management
Open the complete Equity Management Best ranking| Rank | Product | AIQ | ChatGPT | Gemini | Claude | Perplexity | Sources | Mentions |
|---|---|---|---|---|---|---|---|---|
| 1 | 100 | 1 | 1 | 1 | 1 | 16 | 24 | |
| 2 | 39 | 2 | 6 | 2 | — | 8 | 8 | |
| 3 | 32 | 4 | 2 | 5 | 2 | 11 | 19 |
In Equity Management, Carta leads at Best AIQ 100, with assistant positions of #1 on ChatGPT, #1 on Gemini, #1 on Claude, and #1 on Perplexity; the current scoped evidence records 16 sources and 24 mentions.
J.P. Morgan Workplace Solutions is second at Best AIQ 39, with assistant positions of #2 on ChatGPT, #6 on Gemini, and #2 on Claude, plus no category rank from Perplexity; the current scoped evidence records 8 sources and 8 mentions.
Pulley is third at Best AIQ 32, with assistant positions of #4 on ChatGPT, #2 on Gemini, #5 on Claude, and #2 on Perplexity; the current scoped evidence records 11 sources and 19 mentions.
Carta held #1 in Best, while its category-relative AIQ moved from 98 to 100. The current scoped evidence records 16 sources and 24 mentions.
J.P. Morgan Workplace Solutions moved from #5 to #2 in Best, a 3-place gain, while its category-relative AIQ moved from 18 to 39. The current scoped evidence records 8 sources and 8 mentions.
Pulley moved from #2 to #3 in Best, a 1-place drop, while its category-relative AIQ moved from 44 to 32. The current scoped evidence records 11 sources and 19 mentions. These evidence counts describe the verified footprint beside the ranking; they are not used here to explain rank.
Most affordable is led by 
Eqvista at Most affordable AIQ 100, with assistant positions of #1 on ChatGPT, #1 on Gemini, #1 on Claude, and #1 on Perplexity. Eqvista held #1 in Most affordable, while its category-relative AIQ moved from 56 to 100. The current scoped evidence records 4 sources and 7 mentions. The Best leader is Carta, so the two results remain separate category-relative answers.
Easiest to set up is led by Carta at Easiest to set up AIQ 59, with assistant positions of #1 on ChatGPT, #9 on Gemini, and #5 on Perplexity, plus no category rank from Claude.
Carta moved from #9 to #1 in Easiest to set up, an 8-place gain, while its category-relative AIQ moved from 9 to 59. The current scoped evidence records 12 sources and 15 mentions. It is also the Best leader, so the two results remain separate category-relative answers.
Rising is led by Pulley at Rising AIQ 69, with assistant positions of #2 on ChatGPT, #1 on Gemini, #1 on Claude, and #4 on Perplexity.
Pulley moved from #3 to #1 in Rising, a 2-place gain, while its category-relative AIQ moved from 29 to 69. The current scoped evidence records 10 sources and 18 mentions. The Best leader is
Carta, so the two results remain separate category-relative answers.
What Changed Across Finance
The ten Best leaders are QuickBooks Online, Chargebee,
Ramp,
BILL, SAP Concur,
Anaplan, Avalara,
SAP Ariba,
FloQast, and Carta. Across them, 7 have a Best rank from all four assistants, 2 from three, 0 from two, and 1 from one. Breadth shows how widely a product appears in assistant rankings; the individual positions above show whether those assistants agree.
Edition 3 also makes the alternatives visible rather than compressing them into a composite: 6 Most affordable leaders, 7 Easiest to set up leaders, and 5 Rising leaders differ from Edition 2. Those movements belong to their own questions and do not override the Best table.
The immutable Edition 3 Finance archive preserves all four direct rankings and the source view after the next edition becomes current.
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